Opinions Brett Girard, CPA, CA, CFA
Tencent Holdings Ltd TCEHYDON'T BUYJan 13, 2020
Stock price when the opinion was issued
As of May 28, 2026. Market Open.
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Important, because it's the super-app for the Chinese consumer. Has a gaming platform, chat platform, and moving into the AI sphere. Interesting equity, but you need to make a call on China as a whole.
Remember what happened when the finance arm of BABA was supposed to go public: CEO said some things, Chinese government stepped in, Ant Financial was pulled, stock price of BABA collapsed by 70%, CEO disappeared for a few months. During that time, Tencent all of a sudden had to make a large donation to charity -- not something you can forecast. By investing in Tencent, you have to sign up for that.
Otherwise, a great company. Well managed, well structured, and they own the Chinese consumer.
Rick Stuchberry
Darren Sissons
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Kim BoltonThis didn't come down much during the pandemic. Has good growth and diversification. Has its own payment system. Actually, this sold off last year during the trade war, but has held in this year like a rock. They are solid. Has good growth ahead. (Analysts’ price target is $56.67)
Rick StuchberryHe owns this one -- about 1% of his portfolio. He has a price target of $53.70 US. It is undervalued. It is the largest online advertiser, gaming space and more. It is getting into fintech and cloud storage -- all with good long runways.
Kim Bolton
It struggled during the American tariffs, but has recovered a bit after the tariffs were lifted. He needs to see financial reporting from a company, and Chinese companies are only 70% compliant with global standards.